“Cheaper GPUs than AWS” is a nice opener. It gets attention. But the next question from any serious buyer is boring: What happens on a bad day? And lately, “a bad day” is not some abstract risk slide. We’ve all watched real incidents hit big, reputable providers: an AWS
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On raw compute, DePIN/market-style supply really can undercut hyperscalers: $1–$2.5 GPU-hr vs $6.9–$12.3 GPU-hr, which means we have 5-8x cost reduction.
But there is a caveat: enterprises don’t buy “GPU-hours”, they buy outcomes and predictability.
Once you include
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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